Carefirst, Inc.'s EIN is 52-2069215.
Download the official 2024 Form 5500 (PDF) for Carefirst, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carefirst, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPER CO LLC | 04-2647786 | — | RECORDKEEPER | $549K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Plus Fund | Mutual Funds | — | — | $203.7M | 19.0% | |
| T. ROWE PRICE RETIREMENT 2030 CAREFIRST, INC. · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $119.5M | 11.2% | |
| T. ROWE PRICE RETIREMENT 2040 CAREFIRST, INC. · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $103.9M | 9.7% | |
| T. ROWE PRICE RETIREMENT 2035 CAREFIRST, INC. · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $85.4M | 8.0% | |
| T. ROWE PRICE RETIREMENT 2050 CAREFIRST, INC. · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $73.2M | 6.8% | |
| T. ROWE PRICE RETIREMENT 2045 CAREFIRST, INC. · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $66.8M | 6.2% | |
| T. ROWE PRICE RETIREMENT 2025 CAREFIRST, INC. · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $62.3M | 5.8% | |
| AMERICAN CENTURY US LARGE CAP TRUST GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 027 | Common Collective Trust | — | — | $61.6M | 5.7% | |
| FIDELITY MANAGED INCOME PORT.II FIDELITY MGMT TRUST CO. · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $39.1M | 3.7% | |
| T. ROWE PRICE RETIREMENT 2055 CAREFIRST, INC. · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $38.5M | 3.6% | |
| Neuberger Berman Genesis R6 Fund | Other securities | — | — | $37.2M | 3.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $29.0M | 2.7% | |
| T. ROWE PRICE RETIREMENT 2020 CAREFIRST, INC. · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $25.3M | 2.4% | |
| Fidelity Diversified International K Fund | Mutual Funds | — | — | $24.0M | 2.2% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $22.0M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2060 CAREFIRST, INC. · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $19.3M | 1.8% | |
| RUSSELL 2500 INDEX FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 46-1431095 / PN 001 | Common Collective Trust | — | — | $10.6M | 1.0% | |
| SCHRODER INTERNATIONAL MULTI-CAP EQ SEI TRUST COMPANY · EIN 46-4869591 / PN 000 | Common Collective Trust | — | — | $5.9M | 0.5% | |
| BlackRock U.S. Treasury Inflation Protected Securities Fund | U.S. Treasuries | — | — | $5.7M | 0.5% | |
| BLACKROCK US TREA INFL PRO SEC FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 36-4495972 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2015 CAREFIRST, INC. · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4.6M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2005 CAREFIRST, INC. · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $4.0M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 CAREFIRST, INC. · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.3% | |
| Vanguard Explorer VL INV Fund | Mutual Funds | — | — | $3.4M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 CAREFIRST, INC. · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.2% | |
| T. ROWE PRICE RETIREMENT BALANCED CAREFIRST, INC. · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
